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Sage Investment Advisers’s Carrier Global CARR Stock Holding History

Sage Investment Advisers’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$704K Buy
9,600
+100
+1% +$6.54K 0.47% 46
2026
Q1 		$541K Sell
9,500
-800
-8% -$47.4K 0.4% 51
2025
Q4 		$544K Buy
+10,300
New +$573K 0.41% 52

Other funds holding CARR

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sage Investment Advisers's CARR Position: Q2 2026 in Review

Sage Investment Advisers increased its Carrier Global (CARR) stake by 1.1% in Q2 2026, buying an estimated $6.54K and bringing the position to 9,600 shares worth $704K. The position accounts for 0.47% of the portfolio, ranked #46.

Sage Investment Advisers first reported a position in CARR in Q4 2025 and has held it in 3 quarters since. 708 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Sage Investment Advisers held 9,600 shares of Carrier Global worth $704K as of Q2 2026.
  • Sage Investment Advisers bought 100 Carrier Global shares in Q2 2026, an estimated $6.54K.
  • Carrier Global made up 0.47% of Sage Investment Advisers's portfolio in Q2 2026, its #46 holding.
  • Sage Investment Advisers first reported a position in Carrier Global in Q4 2025 and has held it in 3 quarters since.
  • 708 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.